Sage Investment Counsel LLC Schwab Strategic Tr Us Large C Transaction History
Sage Investment Counsel LLC
- $90.3 Billion
- Q3 2025
A detailed history of Sage Investment Counsel LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sage Investment Counsel LLC holds 8,593 shares of SCHG stock, worth $277,210. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,593
Previous 7,465
15.11%
Holding current value
$277,210
Previous $218 Million
25.75%
% of portfolio
0.3%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,685Shares Held
855MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio